See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,627 | $228,332+32.5% | $185,823+62.9% | $158,922+90.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.50% | 40.80%-33.3pp | 35.95%-28.4pp | 302.83%-295.3pp |
| Employer contribution / active EE | $4,647 | $4,967-6.4% | $4,087+13.7% | $4,761-2.4% |
| Participant deferral / active EE | $9,475 | $6,415+47.7% | $5,632+68.2% | $5,982+58.4% |
| Admin fee / account holder | $11,897 | $11,864+0.3% | $9,500+25.2% | $11,246+5.8% |